Customer Service Executive - Business Loans

Tata Capital Finance Ltd

Jamshedpur

On-site

INR 180,000 - 240,000

Full time

7 days ago

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Job summary

Tata Capital Finance Ltd is seeking a Customer Service Executive - Business Loans for the Jamshedpur location. The role involves working under supervision to identify potential customers for business loans, collect and validate documents, and support disbursement processes.

The position requires logging cases per SOP, meeting customer requirements, cross-selling products, and ensuring compliance with audit and RBI regulations under managerial guidance.

Qualifications

Identify customers for potential Business Loans as guided by supervisor/manager.
Collect documents from customers and validate as per organization norms.
Logging the case in the system as per SOP and follow the process for disbursement.

Responsibilities

Identify the customers for potential Business Loans with help of Supervisor/Manager.
Collect the documents from Customers and validate as per organization norms
Logging the case in the system as per SOP and follow the process for disbursement.
Fulfil - the Sanction ratio as per organisation requirement
Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager.
With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them
With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

Job description

Customer Service Executive - Business Loans - Direct - Jamshedpur - Gayatri Enclave - CSE

Perform the following under the guidance/direction of Supervisor/Manager.

With help of Supervisor/ Manager, Identify the customers for protentional Business
Collect the documents from Customers and validate as per the organization norms
Logging the case in the system as per SOP and follow the process for disbursement.
Fulfil - the Sanction ratio as per organisation requirement
Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager.
With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them
With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.